Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,979 | $87,166-57.6% | $76,735-51.8% | $137,256-73.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 17.95% | 26.50%-8.5pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,025 | $2,904-64.7% | $2,454-58.3% | $4,156-75.3% |
| Participant deferral / active EE | $1,850 | $4,726-60.9% | $4,088-54.7% | $6,407-71.1% |
| Admin fee / account holder | $37 | $8,403-99.6% | $7,189-99.5% | $12,270-99.7% |